Smith Anglin Financial’s WisdomTree US Quality Growth Fund QGRW Stock Holding History

Smith Anglin Financial’s Portfolio QGRW Stock Details QGRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$178M	Buy	+3,394,147	New	+$160M	16.15%	1

Other funds holding QGRW

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PWMG

Prestige Wealth Management Group Flemington, New Jersey $551M AUM 19.05% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Smith Anglin Financial's QGRW Position: Q2 2025 in Review

Smith Anglin Financial opened a new position in WisdomTree US Quality Growth Fund (QGRW) in Q2 2025: 3,394,147 shares worth $178M. The stake represents 16.15% of the portfolio and ranks #1 among its holdings.

101 funds tracked by Wall St. Rank hold QGRW as of Q2 2025.

Smith Anglin Financial held 3,394,147 shares of WisdomTree US Quality Growth Fund worth $178M as of Q2 2025.
WisdomTree US Quality Growth Fund was a new Smith Anglin Financial position in Q2 2025.
WisdomTree US Quality Growth Fund made up 16.15% of Smith Anglin Financial's portfolio in Q2 2025, its #1 holding.
101 funds tracked by Wall St. Rank held WisdomTree US Quality Growth Fund as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.